美银：全球基金经理调查-当前资本开支过于火热
2026-02-24 14:16
Global Fund Manager Survey Capex too hot right now BofA February Global Fund Manager Survey Bottom Line: FMS sentiment stays uber-bullish…asset price upside in Q1 harder when all positioned for it; investors most OW commodities since May'22, most OW stocks since Dec'24, most UW bonds since Sep'22; FMS cash 3.4% up from record-low 3.2%. On Macro: "run it hot" so hot right now…most optimism on "boom" since Feb'22, on >10% EPS growth since Aug'21, on growth since Aug'21; but capex too hot right now …CIOs telli ...